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PSA

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
476
Weatherly Asset Management
California
$321K – – –
ATC
477
Argent Trust Co
Tennessee
$318K -$476K -2,333 -60%
IFWM
478
Institute for Wealth Management
Colorado
$318K +$324K +1,589 New
MCP
479
Mirador Capital Partners
California
$315K +$10.2K +50 +3%
BFG
480
Beacon Financial Group
Texas
$314K -$16.3K -80 -5%
TMAM
481
Tokio Marine Asset Management
Japan
$314K +$9.59K +47 +3%
SPI
482
Santori & Peters Inc
Pennsylvania
$314K +$317K +1,553 New
RIM
483
Rampart Investment Management
Connecticut
$310K -$1.24M -6,052 -80%
DADC
484
D.A. Davidson & Co
Montana
$305K -$36.9K -181 -11%
CGL
485
Clarius Group LLC
Washington
$305K +$26.7K +131 +10%
CPIA
486
Cornell Pochily Investment Advisors
New York
$303K +$671K +3,286 New
IIM
487
Ipswich Investment Management
Massachusetts
$302K +$304K +1,491 New
MBTD
488
Mechanics Bank - Trust Department
California
$299K – – –
KA
489
Kintegral Advisory
New York
$299K +$301K +1,477 New
GC
490
Garde Capital
Washington
$298K – – –
O
491
Ossiam
France
$297K +$299K +1,466 New
LS
492
Livforsakringsbolaget Skandia
Sweden
$288K – – –
SPC
493
Sigma Planning Corp
Michigan
$283K +$70.8K +347 +33%
FLI
494
Family Legacy Inc
South Carolina
$276K -$31.4K -154 -10%
BIM
495
Bridgecreek Investment Management
Oklahoma
$268K – – –
BHBT
496
Burke & Herbert Bank & Trust
Virginia
$266K +$15.9K +78 +6%
TA
497
TFG Advisers
Michigan
$266K +$269K +1,317 New
FAIM
498
Financial Advocates Investment Management
Washington
$265K +$44.5K +218 +20%
FBT
499
First Bank & Trust
South Dakota
$264K -$1.08M -5,292 -80%
CCA
500
Checchi Capital Advisers
California
$261K -$26.3K -129 -9%
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